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Cost of Capital: Why It Sets the Price of Clean Power

Cost of Capital: Why It Sets the Price of Clean Power

Sep 9, 2026 | Policy & Regulations, Renewable Energy

A wind farm burns no fuel, so almost everything it will ever cost is spent before it sends out a single kilowatt-hour — and most of that money is borrowed. This is why the cost of capital, not the turbine, sets the price of clean power. For a utility-scale solar...
The BrightVolt Take: China Taxed Lithium and Spared Sodium

The BrightVolt Take: China Taxed Lithium and Spared Sodium

Sep 7, 2026 | Battery Technology, Policy & Regulations

On 1 September China started taxing the lithium battery. A 2% consumption tax now sits on every lithium-ion cell made or sold in the country, and it rises to 4% next September. Sodium-ion and solid-state cells pay nothing until 2029. Most of the coverage filed this...
Contracts for Difference: The Two-Way Clean-Power Deal

Contracts for Difference: The Two-Way Clean-Power Deal

Sep 7, 2026 | Policy & Regulations, Renewable Energy, Wind

A contract for difference fixes the price a wind or solar farm is paid for its power, and it does it in both directions. When electricity sells below that agreed “strike price”, the generator is topped up to it. When it sells above, the generator pays the...
India’s Grid-Forming Mandate Leans on a Storage Floor

India’s Grid-Forming Mandate Leans on a Storage Floor

Sep 4, 2026 | Battery Technology, Policy & Regulations, Renewable Energy, Smartgrids

India’s grid regulator has told new solar and wind farms to help hold the grid up, not just feed into it. A draft rule published on 3 September 2026 requires every renewable plant built from July 2027 to run grid-forming inverters and carry two hours of its own...
BYD Now Makes More Money Abroad Than in China

BYD Now Makes More Money Abroad Than in China

Sep 2, 2026 | Electric Vehicles, Policy & Regulations

For the first time, BYD earns more from the rest of the world than from China. Overseas revenue reached 181.3 billion yuan in the first half of 2026 — 52.6% of the total, up 34% on a year earlier — while revenue at home fell 31%. The largest maker of electric cars on...
Australia’s First Offshore Wind Auction: A 2 GW Long Bet

Australia’s First Offshore Wind Auction: A 2 GW Long Bet

Aug 31, 2026 | Policy & Regulations, Renewable Energy, Wind

Victoria has opened Australia’s first offshore wind auction, seeking bids for 2 gigawatts of capacity off the Gippsland coast — enough, the government says, to power around 1.5 million homes. Contracts will not be awarded until 2028, and the first turbines are...
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